Microsoft Dynamics 365 For Dummies

Accelerate your digital transformation and break down silos with Microsoft Dynamics 365

It’s no secret that running a business involves several complex parts like managing staff, financials, marketing, and operations—just to name a few. That’s where Microsoft Dynamics 365, the most profitable business management tool, comes in.

In Microsoft Dynamics 365 For Dummies, you’ll learn the aspects of the program and each of its applications from Customer Service to Financial Management. With expert author Renato Bellu’s clear instructions and helpful tips, you’ll be managing to your fullest advantage before you know it. Let’s get started!

• Digitally transform your business by connecting CRM and ERP
• Use data to make decisions across all business functions
• Integrate Dynamics 365 with Office 365 and LinkedIn
• Manage financials and operations

Are you running a dynamic business? This book shows you how!

Introduction 1

Part 1: Doing Great Things with Microsoft Dynamics 365 5

Chapter 1: Floating on a Secure Cloud 7

Chapter 2: Extending Your Reach with Office 365 25

Chapter 3: Powering Up Your Business Intelligence 49

Chapter 4: Extending Dynamics 365 with PowerApps 67

Chapter 5: Going with the Microsoft Flow to Enhance Dynamics 365 83

Part 2: Customer Engagement (formerly Dynamics CRM Online) 97

Chapter 6: Turning Relationships into Revenue with Sales 99

Chapter 7: Connecting with Customers Anytime, Anywhere with Customer Service 117

Chapter 8: Profiting from Project Service Automation 137

Chapter 9: Creating and Nurturing Leads with Marketing 153

Chapter 10: Going Mobile with Field Service 167

Part 3: Business Central ERP (formerly Dynamics NAV) 183

Chapter 11: Accounting for Your Business with Business Central 185

Chapter 12: Setting Up Business Central for Optimal Results 211

Part 4: Finance and Operations ERP (formerly Dynamics AX) 237

Chapter 13: Going Beyond Crunching Numbers with Financial Management 239

Chapter 14: Becoming a Smooth Operator with Operations 259

Chapter 15: Looking Under the Hood (Understanding the D365O Technology) 283

Part 5: The Part of Tens 309

Chapter 16: The Ten Most Exciting Capabilities of Dynamics 365 311

Chapter 17: Ten Dynamic 365 Myths to Dispel 327

Index 341

Renato Bellu is an ERP and CRM solutions architect and hands-on computer programmer. He has architected and managed some of the most complex ERP and CRM implementations ever successfully completed with Microsoft Dynamics, and has created several successful video courses for Lynda.com and LinkedIn Learning. Ren is also the author of Microsoft Dynamics GP for Dummies.

• Digitally transform your business
• Use data to make decisions across all business functions
• Integrate Dynamics 365 with Office 365^® and LinkedIn^®

Demystify Dynamics to transform your business!

At first glance, Dynamics 365 can be a bewildering bundle of repackaged software products that you may have known under different names. That's why this book is so useful! It first explains what's there and what Dynamics can and can't do. Then you'll learn to use Dynamics to empower employees, engage customers, and enhance financial management. Migrate information and users safely to the cloud, incorporate Office 365 and Power BI, customize with PowerApps, and manage both financials and customer relationships in a dynamic new way.

• Bring CRM and ERP functions together
• Break down silos
• Put Office 365 to work
• Power up business intelligence
• Meet customers on their terms
• Estimate and schedule projects
• Make data-driven decisions
• Facilitate financial management